WLPWM
Walled Lake Planning & Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-352
| Closed | -$22K | – | 234 |
|
|
2021
Q3 | $22K | Buy |
352
+3
| +0.9% | +$188 | 0.01% | 212 |
|
|
2021
Q2 | $21K | Buy |
349
+4
| +1% | +$241 | 0.01% | 202 |
|
|
2021
Q1 | $18K | Buy |
345
+3
| +0.9% | +$157 | 0.01% | 203 |
|
|
2020
Q4 | $14K | Buy |
342
+5
| +1% | +$205 | 0.01% | 202 |
|
|
2020
Q3 | $10K | Buy |
337
+5
| +2% | +$148 | 0.01% | 214 |
|
|
2020
Q2 | $12K | Sell |
332
-102
| -24% | -$3.69K | 0.01% | 186 |
|
|
2020
Q1 | $10K | Buy |
434
+5
| +1% | +$115 | 0.01% | 185 |
|
|
2019
Q4 | $26K | Buy |
+429
| New | +$26K | 0.02% | 147 |
|